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Retirement Planning

Everyone wants a golden retirement... But saving for retirement is no easy task.

With the uncertainty of the Social Security system, we must rely more on our personal savings to prepare for retirement.

Today, we have a myriad of options. Yet, without a plan of action, many find themselves falling short when they wish to retire.

At First American Wealth Management Group, our goal is to help you create a retirement plan that will move you toward your dreams.

A good plan for retirement could make the difference between retirement years fraught with hardship and one of ease and comfort. Begin saving now.

Some things to think about:

  • How long until you reach retirement age?
  • How much income will you need for the type of retirement you want?
  • Do you have dependents with special needs?
  • Do you have other sources of income? What are they and how much can you expect from them?
  • Do you have a spouse who is contributing to your retirement?

These factors may change over time; however, your needs in retirement years will not. It's not too late to begin saving toward your future. We can help.

Traditional and Roth IRAs


Mutual funds

401(k) and other employer-sponsored retirement plans

Certificates of Deposit


Investment products are not FDIC insured, are not bank guaranteed, and may lose value. Securities offered through Ameritas Investment Corp. (AIC). Member NASD/SIPC. AIC and First American Wealth Management Group are not affiliated.

This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your registered representative. Read it carefully before you invest or send money. Securities products are limited to residents of Iowa.

A representative from First American Wealth Management Group will contact you to provide requested information.